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Sara Morrison

Sara Morrison

Client Service Administrator

Sara works closely with DWD’s advisors to assist with all administrative necessities. Sara loves troubleshooting client needs and coordinating day-to-day office functions. She came to DWD to pursue her passion for the financial industry and is excited about helping clients achieve a more secure financial future.

Prior to joining DWD Portfolio Solutions in October 2022, she held a position as Medical Oncology Scheduling Coordinator, where she was responsible for scheduling and administrative operations. She is also a proud US Air Force Veteran.

Sara graduated from Franklin University with a Bachelor of Science in Healthcare Management in 2021.